MFFPX

Active

MFS Lifetime 2050 Fund

Category: Other (5,046 funds)

Expense Ratio
1.57%
Annual Cost per $10K
$157.00
30-Year Fee Drag per $10K
$27,266
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+14.48%

Asset Allocation

US Equity
59%
Intl Equity
35%
US Bond
4%
Intl Bond
1%
Cash
1%

Fee Comparison

MFFPX
1.57%
Other average
0.99%
Other cheapest
0.00%
Index benchmark
0.03%

59% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+55.93%3Y
Compare to

Fee Impact Calculator

$
%
MFFPX at 1.57%$244,285
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$136,328
Cost vs index fund−$133,140

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
MFFPXMFS Lifetime 2050 Fund1.57%
QCSTFXCollege Retirement Equities Fund - Stock Account
QCGLFXCollege Retirement Equities Fund - Global Equities Account
FLPCXFidelity Low-Priced Stock Fund1.40%
OWLSXOld Westbury Large Cap Strategies Fund1.09%
FWCGXCapital World Growth & Income Fund0.47%
VFIFXVANGUARD TARGET RETIREMENT 2050 FUND0.08%
CGGEXAmerican Funds Global Growth Portfolio1.07%
PRJAXPGIM Jennison Global Opportunities Fund1.08%
MFFDXMFS Lifetime 2050 Fund1.57%
VFFVXVANGUARD TARGET RETIREMENT 2055 FUND0.08%
BEGRXFranklin Mutual Beacon Fund1.27%
JAFVXStrategic Equity Allocation Trust0.92%
VTVANGUARD TOTAL WORLD STOCK INDEX FUND0.06%
ACWIiShares MSCI ACWI ETF0.32%
FIQOXFidelity Worldwide Fund1.06%
VTIVXVANGUARD TARGET RETIREMENT 2045 FUND0.08%
PFLJXPrincipal LifeTime 2050 Fund0.88%
VTTSXVANGUARD TARGET RETIREMENT 2060 FUND0.08%
MGLAXMFS Global Real Estate Fund1.18%
TRGLXT. Rowe Price Global Stock Fund0.66%
YACKXAMG Yacktman Fund$1M min0.62%
FNNEXNew Economy Fund0.47%
USAWXVictory Sustainable World Fund1.38%
LTFDXPrincipal LifeTime 2055 Fund1.20%
FFFGXFidelity Freedom 2045 Fund0.65%
FFFHXFidelity Freedom 2050 Fund0.65%
MAGEXMFS Growth Allocation Fund1.19%
PGRQXPGIM Global Real Estate Fund1.37%
AGGPXMFS Aggressive Growth Allocation Fund0.69%
TTFIXNuveen Lifecycle 2045 Fund0.68%
PLTAXPrincipal LifeTime 2060 Fund1.20%
MFJAXMFS Lifetime 2060 Fund1.57%
GCEYXAB Global Core Equity Portfolio0.79%
TCLPXNuveen Lifecycle 2050 Fund0.69%
JGRSXGlobal Shareholder Yield Fund1.24%
CSFZXCohen & Steers Global Realty Shares, Inc.0.84%
GGBZXAggressive Allocation Fund1.09%
FFFFXFidelity Freedom 2040 Fund0.63%
AGVDXAmerican Funds Global Insight Fund1.53%
AAANXHorizon Active Asset Allocation Fund1.34%
FAVPXFidelity Freedom Index 2045 Fund0.05%
FAVQXFidelity Freedom Index 2050 Fund0.04%
IGMAXVoya Global Insights Portfolio1.01%
FFNOXFidelity Multi-Asset Index Fund0.11%
RTXMXTax-Managed Real Assets Fund0.98%
USCGXVictory Capital Growth Fund1.09%
VLXVXVANGUARD TARGET RETIREMENT 2065 FUND0.08%
DGLAXBNY Mellon Global Stock Fund1.22%
FLKSXFidelity Low-Priced Stock K6 Fund0.50%
VGHAXVANGUARD HEALTH CARE FUND0.32%
GGMBXGoldman Sachs Global Managed Beta Fund$1M min0.37%
FCTKXFidelity Freedom 2055 Fund0.45%
SVAAXFederated Hermes Strategic Value Dividend Fund1.06%
FAVRXFidelity Freedom Index 2055 Fund0.08%
RIFSXGlobal Real Estate Securities Fund0.91%
ESGNXMirova Global Megatrends Fund0.89%
TLLIXNuveen Lifecycle Index 2050 Fund0.18%
VHGEXVANGUARD GLOBAL EQUITY FUND0.39%
XTiShares Future Exponential Technologies ETF0.46%
PSGFXSAM Strategic Growth Portfolio1.07%
VCRAXNYLI CBRE Global Infrastructure Fund0.90%
FTWRXTempleton World Fund1.05%
DGFAXDavis Global Fund0.95%
SGMAXSIIT GLOBAL MANAGED VOLATILITY FUND0.72%
EADIXEaton Vance Global Equity Income Fund1.18%
GCSLXVictory Pioneer Global Equity Fund1.10%
TLMPXNuveen Lifecycle Index 2045 Fund0.35%
PGRNXImpax Global Environmental Markets Fund1.14%
PORTXTrillium ESG Global Equity Fund1.06%
TTIIXNuveen Lifecycle Index 2055 Fund0.25%
PCGJXSAM Conservative Growth Portfolio0.94%
TTMIXT. Rowe Price Communications & Technology Fund0.67%
VASGXVANGUARD LIFESTRATEGY GROWTH FUND0.14%
AWTAXVirtus Duff & Phelps Water Fund1.22%
MGORXGlobal Opportunity Portfolio0.85%
GRASXGoldman Sachs Multi-Manager Real Assets Strategy Fund0.90%
CSUFXCohen & Steers Global Infrastructure Fund Inc.0.87%
RGGIXT. Rowe Price Global Growth Stock Fund0.68%
IGLGXColumbia Select Global Equity Fund1.22%
HLMGXHarding Loevner Global Equity Portfolio1.08%
TRZRXT. Rowe Price Real Assets Fund, Inc.0.65%
ITGRXMacquarie Global Growth Fund0.85%
AGOCXPGIM Jennison Global Equity Income Fund1.15%
PLJCXPrincipal LifeTime 2065 Fund1.57%
FAVUXFidelity Freedom Index 2060 Fund0.08%
ALTFXAB SUSTAINABLE GLOBAL THEMATIC FUND, INC.1.03%
FSAMXStrategic Advisers Emerging Markets Fund0.49%
FDKVXFidelity Freedom 2060 Fund0.45%
BGLUXBaron Global Advantage Fund0.91%
TTRIXNuveen Lifecycle 2055 Fund0.45%
MWOKXMFS Global Growth Fund0.90%
GSEQXGoldman Sachs Multi-Manager Global Equity Fund0.75%
VGELXVANGUARD ENERGY FUND0.45%
FFCBXFidelity Freedom Blend 2060 Fund1.47%
IXCiShares Global Energy ETF0.40%
BACAXBlackRock Energy Opportunities Fund1.31%
IXJiShares Global Healthcare ETF0.40%
DRLAXBNY Mellon Developed Markets Real Estate Securities Fund1.30%
TCLOXNuveen Lifecycle 2040 Fund0.50%
EAGLEagle Capital Select Equity ETF0.80%

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